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| Happy Holidays!! thanks for using AUM13F!! |
| Buttonwood Capital Management LLC
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| CRD # | 174857 |
| SEC # | 801-117678 |
| CIK # | |
| AUM | $314.8 M (2025-03-29) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 480-305-2105 |
| Address | 17550 North Perimeter Drive Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 61.0 |
| (b) Individuals (high net worth individuals) | 96 | 247.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.2 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 314.8 |
| By Discretionary | ||
| Discretionary | 804 | 312.2 |
| Non-Discretionary | 12 | 2.6 |
| Total | 816 | 314.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.8 | |
| Total | 816 | 314.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Cambridge Financial Group Inc
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OH | 0.3 |
|
New Wave Wealth Advisors LLC
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AR | 0.3 |
|
Riverpark Capital Management LLC
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|
NY | 0.3 |
|
BR Capital Advisors LLC
✚
|
FL | 0.3 |
|
Ironbridge Private Wealth LLC
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|
TX | 0.3 |
|
Wayfinding Financial LLC
✚
|
WA | 0.3 |
|
Brooks Moore & Associates Inc
✚
|
TN | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.3 |